complex needs around financial planning, investments, insurance, tax management,... executive compensation, retirement analysis, estate planning, philanthropy and business... succession... planning. Think both strategically and... situation, and design, implement and manage the planning process. Responsible for developing... and strengthening client relation...
Senior Manager - Real Estate Job Responsibilities: - Develop and maintain... relationships with top real estate companies in the market. -... Collaborate within the company to expand existing business and offer various business solutions to customers and prospects. - Analyze industry trends to provide...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: The... Tax Manager for Estate, Gift & Trust at... clients on complex tax planning and compliance matters. The... controversy support for intricate estate, gift, and trust issues. -... Managing multiple projects in a...
companies with various business advisory needs, including audit, tax compliance, and planning, to enhance operational efficiency... and focus on business strategy. The role involves experiencing the entire business life cycle of a private company from inception to growth, maturity,...
clients. This involves providing personalized tax planning and compliance services aimed... at building long-term wealth, ensuring high levels of client satisfaction and retention. - Tax Compliance Oversight: The role involves overseeing the preparation and review of complex tax returns for indivi...
Title: Tax Managing Director - Premier Wealth Job Responsibilities: - Design and implement the overall strategy for the premier wealth tax practice, including service offerings, pricing models, and growth targets. - Build and lead a dedicated team of tax professionals, focusing on strategies...
Title: Tax Manager - Private Client Services Job Responsibilities: Managers in the Private Client Services (PCS) practice at the company oversee multiple engagement teams catering to a diverse array of sophisticated clients. These clients may include some of the wealthiest families in...
Title: . Private Bank – Private Banker – Vice President Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and...
Title: Private Banker - Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...
funds, private equity, and real estate, addressing state and local... tax issues including compliance, advising, planning, and handling controversies. -... Participate in handling state and local tax controversies for multi-state companies, which involves preparing clients for discussions with auditors, repres...
expected to: - Refine skills by working with large-scaled operating partnership tax clients across various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, and consumer products. -... Deliver value to clients experiencing publ...
experience in sectors such as private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, among others. -... Deliver value to clients undergoing public offerings, including SPACs, and interact with external counsel, underwriters, client executives, a...
to provide tax compliance and consulting services to high net-worth clients. The job entails managing tax and consulting engagements, identifying client needs, tax planning, and consulting opportunities. The... role involves working directly with clients and their advisors to gather...
member of tax engagements and provide state and local property tax planning, consulting, and compliance services... to a diverse client base across various industry sectors. Your responsibilities will include: - Researching state and local property tax legislation and assisting with draftin...
for providing state and local property tax planning, consulting, and compliance services... to clients across various industries. Your role involves direct client interaction, managing tax engagement teams, and ensuring alignment with company leadership for successful execution of responsibilities. Key responsibilit...
preparation duties, including tax research, tax planning, and the preparation of... supporting digital work papers for various tax returns and tax related projects. You will work with a variety of entities such as corporations, partnerships, estates, trusts, and non-profits....
Title: Tax Managing Director, Private Client Services Job Responsibilities: A Tax Managing Director in the Private Client Services (PCS) at the company is tasked with utilizing their educational background and professional experience to provide tax compliance and consulting services to high net-worth...
services, including structuring and modeling, succession planning, wealth transfer planning, and... tax compliance. - Lead engagement teams focused on entity, individual, fiduciary, and gift/estate taxation. This involves planning and executing client tax... engagements to exceed client expectations and meet company profitabilit...
Title: Corporate Counsel – Global Fund Services Job Responsibilities: - Provide legal advice and interpretation for . Bank’s Global Fund Services (GFS) business, including fund administration, accounting, transfer agency, and custody. - Prepare, review, and negotiate customer contracts and other legal documents with...